Who's Really the BOSS?

Marcus Dillon, Rachel Dillon
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Who's Really the BOSS?

"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.

  1. قبل يومين

    Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm

    Rachel and Marcus discuss the practical steps they took at Dylan Business Advisors to move from 70-hour workweeks to a sustainable 36-hour workweek year-round. They explore how evaluating and exiting non-ideal clients, refining service offerings, and implementing their "team of three" structure created significant capacity in their firm. The conversation covers both immediate relief strategies for overwhelmed firm owners and long-term structural changes that transformed their business while increasing profitability Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (00:51) - Dylan Business Advisors Firm Update (01:53) - Acquisition of Remote Accounting Firm (02:20) - Challenges and Adjustments Post-Acquisition (04:53) - The Bottleneck Issue in Small Accounting Firms (08:39) - Team Structure and Efficiency Improvements (12:34) - Capacity Management and Client Prioritization (16:02) - Implementing Changes and Overcoming Challenges (19:27) - Reflecting on Progress and Future Plans (29:18) - Balancing Work and Personal Life (31:03) - Identifying Ideal Clients and Setting Boundaries (34:17) - Team Collaboration and Recap (36:03) - Client Bottlenecks and Solutions (46:06) - Exiting Non-Ideal Clients (52:43) - Evaluating Service Lines (57:24) - Final Thoughts and Resources

    ٥٩ من الدقائق

  2. ٣١ مارس

    From Bottleneck to Breakthrough: Reorganizing Your Accounting Firm

    Rachel and Marcus discuss the common problem of owners becoming the bottleneck in accounting firms under $3 million. They share their experience implementing their "Team of Three" structure to delegate work effectively, improve client service, and increase capacity without working more hours. They provide practical strategies for identifying your firm's constraints and restructuring your team to break through capacity limitations. Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (06:27) - Main Topic Introduction: Identifying Bottlenecks in Accounting Firms (07:32) - Common Bottlenecks: The Owner's Role (08:51) - Delegation and Team Structure (18:30) - Reorganizing the Team: Overcoming Capacity Issues (21:10) - Team Structure and Collaboration (24:50) - Implementing the Team of Three (29:36) - Challenges and Benefits of Role Allocation (32:34) - Delegation and Capacity Management (37:41) - Transitioning and Elevating Roles (45:26) - Final Thoughts and Recommendations

    ٤٨ من الدقائق

  3. ١٧ مارس

    Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities

    Doug Lewis of The Visionary Group shares insider knowledge on the current accounting firm M&A landscape, revealing how valuation truly works and what buyers prioritize. He debunks common misconceptions about firm valuations and discusses why talent development, fee structure optimization, and understanding your top clients' goals are critical for maximizing your firm's value. The episode delivers practical advice for firm owners considering succession options and emphasizes that every accounting firm eventually transacts in one of three ways: external sale, internal succession, or closing the doors. Connect with Doug Lewishttps://www.linkedin.com/in/dlewis715https://thinkvisionary.com/team/doug-lewis/ Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (01:48) - Doug Lewis: Professional Background (04:08) - Doug Lewis: Personal Life (05:25) - The M&A Landscape in Accounting (08:57) - The Best Advice You Ever Recieved (12:23) - The Evolution of Visionary Group (16:13) - Current Trends in M&A (23:21) - Valuation and Growth Strategies (26:36) - What Buyers Are Looking For (34:36) - Identifying Current Buyers in the Market (36:46) - Types of Business Transactions: Acquisition, Merger, and Hybrid (39:48) - Increasing Firm Value: Key Strategies (47:46) - The Importance of Client Relationships (53:50) - Biggest Misconceptions on Seller Side (56:24) - Future of M&A in the Accounting Profession (01:00:11) - Final Thoughts and Recommendations

    ١ س ٢ د

  4. ٣ مارس

    Growing Through Strategic Acquisition

    Rachel and Marcus pull back the curtain on their recent acquisition of a CPA firm in St. Louis, sharing intimate details about their decision-making process and due diligence approach. They discusses everything from their old-school strategy of sending physical letters to potential sellers, to the critical importance of cultural alignment and preserving DBA's remote-first culture. Through personal anecdotes and practical insights, they reveal how prayer, professional counsel, and careful planning guided them through evaluating and ultimately closing a deal that will grow their firm by 20%. Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (02:10) - Family Updates: College and High School (05:46) - Acquisition Process and Strategy (16:23) - Due Diligence and Integration (26:28) - Key Team Members and Their Roles (27:48) - Challenges and Considerations in Client Relationships (29:51) - Cultural Alignment and Remote Work (36:12) - Technology Integration and Changes (41:23) - Client Retention and Transition Strategies (49:57) - Discernment and Decision-Making Process (54:51) - Final Thoughts and Moving Forward

    ٥٦ من الدقائق

  5. ١٧ فبراير

    Finding & Keeping Great Accounting Talent

    Recruiting expert John Randolph pulls back the curtain on what it really takes to find and hire great accounting talent in today's market. Through candid discussion of compensation ranges, recruitment timelines, and workplace flexibility, John shares practical insights on why traditional hiring methods often fall short and what firms can do differently. This episode offers both tactical hiring advice and strategic perspectives on building a workplace culture that helps retain top talent, making it valuable for firm owners struggling with recruitment or looking to protect their team from competitor poaching.(00:00) - This is Who's Really the Boss (00:49) - John Randolph's Background and Business (03:54) - Best Advice Ever Given (06:03) - How We Met John Randolph (08:16) - Challenges in Hiring and Recruitment (16:01) - Engaging and Retaining Talent (23:52) - What Candidates Look For (28:40) - Discussing Compensation Ranges for Different Roles (29:31) - Factors Influencing Compensation (30:50) - Compensation for Tax Managers and Advisors (32:35) - Geographical Impact on Compensation (34:12) - Remote, Hybrid, and In-Office Work Preferences (37:22) - Effective Interview and Hiring Strategies (45:21) - Protecting Your Team from Recruiters (50:12) - When to Use a Recruiter and How to Choose One (56:56) - Conclusion and Final Thoughts Connect with Johnhttps://www.linkedin.com/in/johnrandolphhttps://benaiahcg.com/ Listen to the CPA Life Podcast https://podcasts.apple.com/us/podcast/cpa-life/id1669117954Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    ٥٩ من الدقائق

  6. ٣ فبراير

    Three Principles That Transformed Our Firm

    Rachel and Marcus dive into how the principles from James Clear's Atomic Habits shaped both their personal lives and their accounting firm's transformation from 2016 onwards. They share three key principles they continue to use: making changes obvious and easy, designing supportive environments, and aligning habits with identity and values. Through candid examples - from their firm's transition to remote work to implementing transparent leadership practices - they demonstrate how small, consistent changes can lead to significant business and personal transformation. Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (01:07) - Challenges of Maintaining New Year Resolutions (02:14) - Gym Experiences and Accountability (05:16) - The Impact of Atomic Habits (08:26) - Implementing Atomic Habits in Business (11:40) - Stronger U (14:48) - Staying Consistent (22:50) - Remote Work and Environment Design (32:13) - Identity-Based Habits and Values (43:30) - Conclusion and Final Thoughts

    ٤٥ من الدقائق

  7. ٢٠ يناير

    Beyond Resolutions: Setting Achievable Goals in 2025

    Rachel and Marcus dive into their approach to goal-setting for 2025, sharing both their firm's strategic objectives and personal development targets. They explore how breaking down larger goals into measurable chunks and establishing multiple layers of accountability helps ensure follow-through, even during challenging periods like tax season. Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (03:46) - Upcoming Events and Announcements (06:03) - New Year's Resolutions and Goals (13:59) - Firm Goals and Strategies for 2025 (28:35) - Technology Assessment and New Hire (31:42) - Setting and Reassessing Goals (35:42) - Team Development and Training (39:02) - Personal and Professional Accountability (49:11) - Measurable Personal Goals for 2025 (53:59) - The Importance of Accountability

    ٥٦ من الدقائق

  8. ٦ يناير

     Decisions We're Making in Our $3 million Accounting Firm

    Rachel and Marcus outline the key strategic decisions they're making at their $3M accounting firm as they plan for continued growth in 2025, including streamlining their technology stack, restructuring team capacity, and preparing for potential acquisitions. They discuss how they're managing recent team transitions and implementing new roles like subject matter experts to create advancement opportunities. The conversation provides a transparent look at how they're positioning their established firm for its next phase of growth while maintaining their culture and service quality. Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss (00:34) - New Year: Family Updates (02:33) - Business Decisions for 2025 (03:17) - Firm Structure and Client Services (08:07) - Technology and Tools Evaluation (21:17) - Team Structure and Capacity Planning (24:41) - Departing Team Members (31:07) - Organic Growth Strategies (39:37) - Acquisition Strategies and Lesson's Learned (44:21) - Conclusion and Community Support

    ٤٧ من الدقائق
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    التقييمات والمراجعات

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    حول

    "Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.

    المعلومات

    • صناع العمل
      Marcus Dillon, Rachel Dillon
    • سنوات النشاط
      ٢٠٢٢ - ٢٠٢٥
    • الحلقات
      ١٣١
    • التقييم
      ملائم
    • حقوق النشر
      © Copyright Marcus Dillon
    • موقع البرنامج على الويب
      Who's Really the BOSS?

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